How_do_I_set_up_the_interface_to_Accounts_Receivable_

How do I set up the interface to Accounts Receivable?

You would set up the interface to Caselle Accounts Receivable to transfer customer billing information and invoices between systems automatically. This interface helps ensure job-related charges are billed accurately, reduces duplicate data entry, and improves consistency between project tracking and customer accounts. Setting up the interface also streamlines invoicing, payment tracking, and overall financial management.

Configure the Project Accounting application to retrieve account information from the Caselle Accounts Receivable. The interface supports Caselle Accounts Receivable, Clarity (version 4).



Do this...

1. Open Connect Project Accounting > Organization > Organization > Interfaces tab.

2. Click on the Accounts Receivable subtab.

3. Use the Interface menu to select Caselle 4.x.

4. Click Save (CTRL+S).

The interface to the Caselle Accounts Receivable is set up and saved. The routines to create invoices are available for use.

    • Related Articles

    • How do I set up my General Ledger interface?

      Set up Cemetery Management to update transactions that you created in Cemetery Management to the General Ledger application. After you set up the General Ledger interface, you can use Update General Ledger. Setting up my General Ledger interface 1. ...

    • How do I set up the interface to another Connect application?

      Use this help topic to set up the interface for: Connect Accounts Payable Connect Accounts Receivable Connect Animal License Connect Business License Connect Cemetery Management Connect Community Development Connect Court Management Connect Property ...

    • Check on Demand Interface to Connect Applications

      Using the interface allows Check on Demand to update payments to the interfaced application. search for customers, bills, invoices, and so in in the interfaced application's database. show the outstanding balance. List of supported applications: ...

    • How do I set up Organization?

      Use Organization to set up the organization’s name and address, default options, and interfaced applications. Change the organization's information Update the organization's name and address, change the default options, or add or remove the link to ...

    • How do I set up a job?

      You would set up a job to create and organize a project before work begins. Setting up a job allows you to define important details such as the job number, description, budget, phases, cost codes, departments, and billing information. Proper job ...